Summary

Consistent workflows on a single platform

HUB International provides a vast network of risk, insurance, employee benefits, retirement and wealth management specialists who help clients meet their goals. At first, bringing that network together meant staff worked across disparate systems, with many different ways of doing the same work. That led to inefficiency and time that could have gone to helping clients.

HUB partnered with Applied to move close to 9,000 users onto Applied Epic, its agency management system. With everyone on one platform, HUB has set consistent workflows and processes for its team. Maggie Lewis, Vice President of Enterprise Applications, says the move has helped HUB drive operational efficiency.